+73.7%
SBTU price history and return analytics
+15.4%
+58.3%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | +0.3% |
| 7D | -11.5% | -2.0% | -9.5% | -5.3% |
| 30D | +1,629.2% | -1.4% | +1,630.6% | +1,717.8% |
| 3M | +2,180.0% | +4.7% | +2,175.3% | +1,586.6% |
| 6M | +854.8% | +11.4% | +843.5% | +418.7% |
| YTD | +432.4% | +13.1% | +419.3% | +176.0% |
| All | +73.7% | +15.4% | +58.3% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling